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Choosing an Adviser Platform, a new guide from Platforum


Selecting the wrong platforms for your clients could turn out to be an expensive mistake. Excessive charges, administration errors, clunky software, limited functionality, a limited range of funds and poor service are just some of the things that can go wrong.

The Platforum Guide to Choosing an Adviser Platform is based on the practical reported experiences of hundreds of advisers. Featuring over 50 pages of content, the guide is available to purchase for £199

This invaluable guide:

  • Has been written by the acknowledged experts in platforms for advisers like you
  • Identifies which platforms offer the lowest charges and also special deals
  • Will help you identify the best value propositions for your clients

Click the link below to view the sample report

Download now

To purchase the full report click here



Fever pitch: The real story on DB transfers and insistent clients

Demand for pension transfers has reached fever pitch amid growing concerns about how advisers are approaching pension transfer business and how clients are being charged. The insistent client debate has focused attention on a lack of appetite to carry out pension transfers from defined benefit to defined contribution schemes. But on the advice frontline specialist pension […]

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FCA in talks with providers over replatforming concerns

The FCA has held meetings with a number of platforms over fears replatforming projects could cause customer detriment, Money Marketing understands. It is understood the regulator has met with platforms to find out more information around the impact of replatforming on costs, data security as well as testing processes, especially in cases when platforms change technology […]


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There are 2 comments at the moment, we would love to hear your opinion too.

  1. Can you tell me how to buy the book “Choosing an Adviser Platform” please?!!

  2. I couldn’t buy this report. When I called your customer service, the attendant hung up on me twice. Could you advise how I can purchase this report?

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